Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVSVX (THIRD AVENUE SMALL-CAP VALUE FUND INVESTOR CLASS) | 4.99% | -8.49% | 0.10% | 6.09% | 3.60% | 6.37% | NA | 6.19% |
Data as of 07/28/2025, AR inception is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVSVX (THIRD AVENUE SMALL-CAP VALUE FUND INVESTOR CLASS) | 01/04/2010 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | -8.49 | 0.10 | 6.09 | 3.60 | 6.37 | NA | 6.19 | 4.99 | -6.83 | 5.78 | -7.11 | 15.36 | -4.71 | 22.61 | -12.76 | 8.61 | 25.73 | -7.05 | 3.72 | 31.26 | 16.56 | -5.08 | 13.97 |
| Sharpe Ratio | NA | -0.53 | -0.13 | 0.20 | 0.10 | NA | NA | 0.26 | 0.29 | -0.69 | 0.08 | -0.44 | 0.78 | -0.12 | 1.39 | -0.97 | 0.65 | 1.54 | -0.50 | 0.29 | 2.75 | 1.36 | -0.22 | 0.76 |
| Standard Deviation(%) | NA | 22.02 | 19.98 | 20.11 | 21.27 | NA | NA | 19.53 | 21.23 | 19.35 | 19.91 | 19.36 | 19.74 | 41.82 | 15.25 | 14.62 | 12.33 | 16.56 | 14.20 | 12.84 | 11.36 | 12.24 | 23.34 | 18.46 |
| Draw Down(%) | NA | 30.26 | 30.26 | 31.41 | 40.70 | NA | NA | 40.70 | 19.29 | 18.11 | 12.15 | 13.30 | 15.77 | 39.15 | 9.53 | 24.01 | 7.48 | 11.77 | 15.10 | 11.48 | 5.41 | 9.43 | 22.30 | 16.27 |
| Yield(%) | 0.00 | 0.30 | 0.21 | 0.17 | 4.82 | 7.17 | 5.25 | 6.99 | 0.00 | 0.33 | 0.32 | 0.00 | 0.00 | 0.00 | 8.89 | 9.90 | 13.11 | 10.54 | 12.10 | 20.63 | 7.72 | 3.31 | 0.41 | 1.00 |
Data as of 07/28/2025, AR inception is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVSVX (THIRD AVENUE SMALL-CAP VALUE FUND INVESTOR CLASS) |
-6.73%
Mar 2017 - Mar 2020 |
-1.65%
Mar 2015 - Mar 2020 |
2.06%
Apr 2015 - Apr 2025 |
4.98%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVSVX (THIRD AVENUE SMALL-CAP VALUE FUND INVESTOR CLASS) |
17.12%
Sep 2011 - Sep 2014 |
14.67%
Jun 2010 - Jun 2015 |
10.22%
Sep 2011 - Sep 2021 |
6.64%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart